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IYG icon

Sunbelt Securities’s iShares US Financial Services ETF IYG Stock Holding History

Sunbelt Securities’s Portfolio IYG Stock Details IYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$129K Hold
1,563
– – 0.01% 764
2025
Q4 		$144K Sell
1,563
-29
-2% -$2.59K 0.01% 723
2025
Q3 		$143K Sell
1,592
-6,511
-80% -$572K 0.01% 735
2025
Q2 		$630K Buy
8,103
+7,081
+693% +$562K 0.06% 299
2025
Q1 		$80.3K Sell
1,022
-7,081
-87% -$570K 0.01% 783
2024
Q4 		$630K Sell
8,103
-1,422
-15% -$110K 0.06% 299
2024
Q3 		$676K Buy
9,525
+12
+0.1% +$825 0.07% 279
2024
Q2 		$620K Sell
9,513
-4
-0% -$260 0.06% 285
2024
Q1 		$631K Sell
9,517
-1,250
-12% -$77.6K 0.07% 266
2023
Q4 		$643K Sell
10,767
-636
-6% -$34.2K 0.08% 253
2023
Q3 		$588K Sell
11,403
-147
-1% -$7.95K 0.08% 248
2023
Q2 		$608K Sell
11,550
-1,116
-9% -$56.6K 0.09% 246
2023
Q1 		$630K Sell
12,666
-141
-1% -$7.69K 0.1% 222
2022
Q4 		$672K Buy
12,807
+102
+0.8% +$5.34K 0.13% 191
2022
Q3 		$598K Buy
12,705
+225
+2% +$11.8K 0.13% 203
2022
Q2 		$617K Sell
12,480
-3
-0% -$163 0.13% 200
2022
Q1 		$768K Sell
12,483
-294
-2% -$18.5K 0.14% 184
2021
Q4 		$851K Buy
12,777
+4,491
+54% +$293K 0.14% 175
2021
Q3 		$508K Hold
8,286
– – 0.09% 249
2021
Q2 		$508K Buy
8,286
+2,682
+48% +$164K 0.09% 249
2021
Q1 		$320K Buy
+5,604
New +$303K 0.06% 322

Other funds holding IYG

DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sunbelt Securities's IYG Position: Q1 2026 in Review

Sunbelt Securities held its iShares US Financial Services ETF (IYG) position steady in Q1 2026 at 1,563 shares worth $129K. The position accounts for 0.01% of the portfolio, ranked #764.

Sunbelt Securities first reported a position in IYG in Q1 2021 and has held it in 21 quarters since. The position peaked at $851K in Q4 2021. 265 funds tracked by Wall St. Rank hold IYG as of Q1 2026.

  • Sunbelt Securities held 1,563 shares of iShares US Financial Services ETF worth $129K as of Q1 2026.
  • Sunbelt Securities left its iShares US Financial Services ETF share count unchanged in Q1 2026.
  • iShares US Financial Services ETF made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #764 holding.
  • Sunbelt Securities first reported a position in iShares US Financial Services ETF in Q1 2021 and has held it in 21 quarters since.
  • Sunbelt Securities's iShares US Financial Services ETF position peaked at $851K in Q4 2021.
  • 265 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.